Zachary Ochsenschlager is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America, N.A., and has experience in multiple roles outside the financial sector, including time at Arizona State University and ownership of a retail business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad client base.

Alan Pumphrey is a financial advisor with LPL Financial and holds the Series 63 designation. He has 42 years of industry experience, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Paul McIntosh is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed Inc and various insurance carriers. Outside of his advisory work, McIntosh serves as a board member for Rainmaker's Young Professionals and coaches quarterbacks at Guerin Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Miguel Rellita is a financial advisor with Charles Schwab & Co., Inc. in Carmel, IN, holding Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Amazon and Aerotek, as well as a military background in the U.S. Army. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Jonathan De Haan is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial since 2023 and is also involved with Crestline Development. In addition to his advisory role, he provides tutoring services outside of the investment industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jack Perry Jr. is a CFP® professional with over 41 years of industry experience, currently advising at LPL Financial since 2015. He serves as a volunteer alumni advisor for Delta Tau Delta at Indiana University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of representatives.

Corey Norman is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also involved in sales and marketing of fixed annuities and non-variable insurance through his role at Market Share Inc. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options, utilizing various asset-allocation tools and third-party service platforms.

Aaron Lanteigne is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Aaron serves on the board of Indy Christian Sports Fellowship, an organization focused on supporting individuals through sports and fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm emphasizes holistic planning and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Nikola Mandic is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory infrastructure.

Douglas Ferry is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns DP Ferry Financial, Inc., dedicating time to this investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Luke Bays is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at LPL Financial, Provider Financial, and Northwestern Mutual entities. Outside of finance, he owns and operates Fresh Look Painting LLC, a painting and home improvement business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and solutions, including discretionary and non-discretionary strategies, with a large network of advisors and branch offices.

Brett Esselburn is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life from 2014 to 2022. Brett is based in Zionsville, IN. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that includes client intake processes to tailor services and provides both advisory and brokerage/insurance channels.

Samantha Bush is a CFP® professional with 13 years of industry experience, currently advising at LPL Financial since 2021. She previously operated Samantha Bush LLC and has held positions with Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she was involved with the Center Grove Trojan Band Boosters from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party sub-advisors.

Zackary Czerwonky is a financial advisor with Thrivent Investment Management in Carmel, IN, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Edward Jones and various positions in healthcare and hospitality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Patrick Norris is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and advisory services characterized by tailored, non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Bryce Adam is a financial advisor with Edward Jones in Noblesville, Indiana. He holds the CFP® and ChFC® designations and has 28 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Bradley Matthews is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Brian Wenstrup is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 25 years of industry experience. His prior firms include UBS Financial Services, Inc., Bank of America, N.A., and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services through a range of portfolio management styles and affiliated research resources.

Abby Schweigart is a CFP® and ChFC® credentialed financial advisor with 13 years of experience, currently serving clients at Edward Jones in Carmel, IN. She has been with Edward Jones since 2013. Outside of her advisory role, she is involved in commercial real estate as a co-owner of JoSu in Sarasota, FL, and owner of GAS Properties, LLC in Bradenton, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Joseph King is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, his background includes roles in education, customer service, and gig economy positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advice and access to discretionary separately managed accounts.